See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,962 | $78,672+269.8% | $109,143+166.6% | $85,850+238.9% |
| Participation rate | 94.9% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.6pp |
| Annual return | 13.68% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,227 | $2,735+91.2% | $3,722+40.5% | $2,565+103.8% |
| Participant deferral / active EE | $9,757 | $3,467+181.4% | $4,653+109.7% | $3,952+146.9% |
| Admin fee / account holder | $4,301 | $5,469-21.4% | $6,752-36.3% | $6,260-31.3% |